Our members are at the heart of everything we do.
We stand firmly in the belief that actions speak louder than words. Understanding, interpreting, and using numbers has helped countless entrepreneurs avoid failure and redirect their business towards growth. We’ve helped them answer “how is my business really doing?” and it can do the same for you.
Business Owners
MADISON, WI
Everything I learned will help running my company.
Joan Baier, Owner
ROCKFORD, IL
I can better manage through understanding the numbers.
Dean Harms, Owner
MILWAUKEE, WI
It got us on track — personal investing benefits as well!
Jennifer Sullivan, Owner
NEW YORK CITY, NY
Traditionally complex material made cogent and practical.
Glenn Spiller, Owner
LOUISVILLE, KY
It clarified the concepts in my financial statements — inspired me!
Maria Moore, Owner
MILWAUKEE, WI
Great insight into budgeting!
Robin Kruk, Owner
CHICAGO, IL
It changed EVERYTHING.
Christie Mortinue, Owner
RALEIGH, NC
I’m better able to do my job. Wonderful!
Rita Faison, Owner
AUSTIN, TX
Life-changing, both personally and professionally.
Kay Harris, Owner
Executive Officers
BIRMINGHAM, AL
I’ll be changing my approach to business.
Diana Paulla, CEO
FT. LAUDERDALE, FL
Clear explanations, excellent material!
Dora Villaucencio, Officer
DENVER, CO
Five stars! It doesn’t get any better than this.
Tara Martin, Officer
DALLAS, TX
I have a new skill set for reviewing my performance.
Ken Schafenberg, CEO
MIAMI, FL
I can now make more sound decisions for my business.
Katherine Crespin, Officer
CHICAGO, IL
It helped our salespeople understand the decisions we make.
Shane Peterson, Officer
ALBANY, NY
It helped me communicate and engage with my CFO.
Keith Jablonski, Officer
NEW YORK CITY, NY
There was so much more than I expected.
James Chang, Officer
Management
PORTLAND, OR
It gave me a broader picture and encouraged me to dig deeper.
Laura Estrada Marcano, Manager
CHARLOTTE, NC
The best! It provided both a big picture and detailed description.
Jennifer Ciabum, Manager
PORTLAND, OR
It motivated me to explore more and take a new look at what I see everyday.
Kristy Hicks, Manager
KANSAS CITY, MO
This is the information I’ve been dying to have access to.
Tisha Mason, Manager
SEATTLE, WA
Able to break down complex material into an easy to understand and apply format.
Martin Pullman, Manager
KANSAS CITY, KS
It helped create a more profitable win for the team.
Doug Kelley, Manager
SALEM, OR
Able to apply on both personal and professional levels.
Lori Vicars, Manager
Operations
ROCHESTER, NY
I better understand how to run and effectively build the business.
Amber Jenkins, Operations
AUSTIN, TX
It helped me see through other people’s eyes.
George Fillip, Operations
DALLAS, TX
I now know what I need to focus on and where to improve.
Rhonda Byers, Administration
FT. WORTH, TX
The “trending” helped us maintain and determine true profitability.
Becky Wallace, Human Resources
DALLAS, TX
We can start expanding our company from the inside out!
Chris Nash, Operations